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Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB.
As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives.
This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.
Job responsibilities
* Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
* Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
* Provide ongoing updates to CIB Treasurer
* Contribute to all CIBT P&A's communications/presentations to senior management including C-suite or the Operating Committee
* Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
* Provide ad-hoc analysis supporting key deliverables such as earnings etc.
* Contribute to control and efficiency initiatives, improving control documentation and process efficiency
Required qualifications, capabilities and skills
* 4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g.
Controller) in the banking or financial services sector
* Strong understanding of accounting principles, balance sheet and CIB product
* Proven record in high complexity/intensity environment
* Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
* Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
* Meticulous attention to detail
* Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
* Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
* Strong relationship management skills
* Proficiency in Excel
* Experience with Alteryx, Tableau, and AI tools
This position is not eligible for sponsorships.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years a...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:32:00
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Intro marketing language
The Private Equity Group ("PEG") of J.P.
Morgan Investment Management Inc.
is one of the longest-standing global private equity programs in the industry.
The PEG manages over $33 billion of assets on behalf of a diverse group of leading global institutions and individual investors.
The team consists of over 70 professionals operating from offices in New York, West Palm Beach, London, Hong Kong and New Delhi.
The investment program includes primary, secondary, and co-investment opportunities.
Job Summary
As an Associate within the PEG's West Palm Beach office, you role will focus primarily on investment activities in the Florida market and will provide direct support to Portfolio Managers in the sourcing and underwriting of private equity investments, as well as managing the existing investment portfolio.
There will likely be additional opportunities to support transactions outside the state alongside PEG professionals in other offices.
Job Responsibilities
* Assist in sourcing and deal origination of primary partnership investments, secondary transactions, and co-investments
* Assist in conducting comprehensive due diligence
* Aid in the preparation of investment memoranda and investment recommendations
* Support in the analysis of historical investment performance, portfolio company performance, financial statements, financial models, and industry research
* Assist in monitoring and client reporting on existing portfolio investments
Required qualifications, capabilities and skills
* Undergraduate degree in Finance, Economics, Accounting or Business Administration (or related field)
* Minimum 2 years of relevant industry experience, including private equity investing, manager selection, financial analysis, investment banking/M&A, or strategic consulting
* Excellent analytical skills, communication, writing and presentation
* Willingness to work effectively in a team environment
* Full-time resident in Florida within proximity of the West Palm Beach office (existing or willingness to relocate)
* Potential/expectation for candidate to grow within the PEG
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We als...
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Type: Permanent Location: West Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:59
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This role is also open to Wilmington DE | Columbus OH | Plano, TX | Washington, DC.
Join our dedicated team in a role where your expertise in risk assessments and cybersecurity exercises propels forward our mission of safeguarding our operations and enhancing resiliency.
This position offers the unique opportunity to shape our security posture and contribute to our continuous improvement in an environment that values innovation and teamwork.
As an Assessments & Exercises Senior Associate in the Cybersecurity & Technology Controls team, you will help enhance the firm's cybersecurity or resiliency posture by using industry-standard assessment methodologies and techniques to proactively identify risks and vulnerabilities in people, processes, and technology.
Collaborate with the team to design and execute risk-driven tests and simulations.
Evaluate preventative controls, incident response processes, and detection capabilities.
Your ability to make informed decisions and foster continuous improvement will allow you to contribute to the achievement of the team's operational goals and the mitigation of cyber and resiliency risks.
As part of the penetration test team, your primary responsibility will be performing hands on penetration testing of some of the firms most critical web and mobile applications.
You will work with application developers to not only understand root cause and mitigate vulnerabilities, but also to identify where vulnerabilities can be identified earlier in the Software Development Life Cycle (SDLC).
As a successful candidate within our team, you are expected to demonstrate an eagerness to learn, the promote to excel, excellent technical knowledge of security concepts, and proven expertise in penetration testing.
Job responsibilities
* Collaborate with other Assessments & Exercises team members to conduct testing and simulations - such as penetration tests, technical controls assessments, cyber exercises, or resiliency simulations, and contribute to the development and refinement of assessment methodologies to ensure alignment with industry standards and regulatory requirements
* Partner with subject matter experts to evaluate controls for effectiveness and impact on operational risk, as well as opportunities to automate control evaluation
* Develop comprehensive assessment reports, including detailed findings, risk assessments, and remediation recommendations, and effectively communicate these insights to relevant stakeholders as you contribute to decisions that yield continuous improvement
* Utilize threat intelligence and security research to stay informed about emerging threats, vulnerabilities, industry best practices, and regulations.
Apply this knowledge to enhance the firm's assessment strategy
Required qualifications, capabilities, and skills
* 3+ years of experience in cybersecurity or resiliency, with a focus on offensive security testing, assessments, or simulation exercises
* Expe...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:59
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JPMorgan Asset Management Data Science team works closely with investors and portfolio managers to analyze large collection of textual data including financial reports, analyst notes, call transcripts, news to help investors make informed decisions by gauging market sentiment, identifying trending and emerging themes, detecting risks and exposures at scale.
We are looking for passionate NLP scientists to apply latest methodologies to generate actionable insights directly consumed by our business partners.
Job summary:
As an Asset Management Investment Platform Data Scientist - Vice President on the Asset Management Investment Platform Data Science team you will leverage innovative and cutting-edge NLP and LLM expertise to develop business-centric products.
In this role, you will implement AI solutions to enhance investment processes, elevate client experiences, and streamline operations.
By extracting vital insights from financial reports, analyst notes, and client communications, you will empower smart data-driven decision making and enable process automation.
Job responsibilities:
* Develop technical solutions utilizing LLMs for a variety of problems including content extraction, search and question answering, reasoning and recommendation.
* Build comprehensive testing setups to evaluate model performances and ensure the efficacy and reliability of the solutions.
* Collaborate with engineering functions to deliver high quality, scalable output.
* Study scientific articles and research papers to identify emerging and state-of-the-art techniques and discover new approaches.
Required qualifications, skills and capabilities:
* Advanced degree in Data Science, Computer Science, or Machine Learning.
* Proven experience in NLP and working with LLMs.
* Proficiency in programming languages such as Python and familiarity with ML libraries and frameworks.
* Excellent communication skills and ability to work collaboratively in a fast-paced, dynamic environment.
* Strong analytical skills with an understanding of financial markets and asset management.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to mee...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:58
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Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Real Estate Appraisal Lead - Vice President on the Commercial and Investment Bank (CIB) Real Estate Team, you will administer the appraisal review process for complex commercial and multifamily properties.
Job Responsibilities
* Engage and review external appraisals on moderate to complex commercial and multifamily residential properties in connection with real estate related financial transactions
* Review and analyze real estate valuation appraisal reports in compliance with Uniform Standards of Professional Appraisal Practice (USPAP), FIRREA and internal appraisal requirements
* Complete appraisal reviews to JPMC's minimum appraisal and evaluation standards and appropriate regulatory guidelines
Required Qualifications, Capabilities and Skills
* State Certified General Real Estate Appraiser
* 10+ years of appraisal experience and 5+ years of experience reviewing complex commercial appraisal reports
* Extensive experience in appraising and/or reviewing a wide variety of both commercial and multifamily residential property types
* Real estate appraisal courses equivalent to those required for the MAI designation
* Excellent mathematical and communication skills, both verbal and written
* Proficiency with Microsoft Office suite and Argus DCF (and/or Argus Enterprise) products
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree
* An MAI or equivalent professional appraisal designation
* Previous work experience in a banking/regulatory environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits includ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:58
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JOB DESCRIPTION
Our summer internship program offers the chance to have practical, real-world experience at one of the world's leading Property & Casualty insurance companies.
As a Risk Engineering Intern supporting our Headquarters Operations, you will leverage your analytical skills to support the assessment of a variety of casualty insurance risks - from manufacturers of complex products, to dams and impoundments at energy facilities, to new and emerging technologies.
You will collaborate with a team of risk engineering professionals throughout North America and gain insights into the value of engineering in the commercial insurance industry.
You will work on business specific projects that will supplement and strengthen your academic skills.
For those who excel in the program, we welcome the opportunity to discuss full-time employment opportunities at Chubb after graduation.
As part of our internship program, you will receive:
* Targeted business training designed to help you refine your professional skills and acumen critical to the success of Chubb professionals.
* Technical training to deepen your skill level within your chosen discipline, and an understanding of our broader industry.
* Access to additional training opportunities to complement your professional development.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:57
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in API Governance and Strategy team with the Payments' Digital and Design organization, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Own and improve the governance process for building APIs for JP Morgan Payments
* Owns, maintains and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Launch new products and solutions on the developer portal delivering cutting edge developer experiences that set industry standards
* Collaborate with product, technology and other cross functional teams to plan the PAIs build and rollout
* Maintain a demand and prioritization process for competing priorities across Payments APIs
* Foster strong relationships with stakeholders and partners to drive consensus
* Understand our clients needs, gather feedback and inform the organization to drive the API strategy of Payments
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Knowledge and experience of payments industry or financial industry in a banking or Fintech environment
* Proven ability to work with various internal stakeholders and drive consensus across the organization
* Experience of building technical platforms or marketplaces from product management perspective
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic developme...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:57
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
As an underwriting professional, you'll have the chance to use advanced tools to determine what risks Chubb can help cover.
You will be able to take difficult situations and exposures and help people and businesses face them with confidence.
At the end of each workday, you'll be able to take pride in helping deliver peace of mind to people and teams who really appreciate it! Our Chubb Associate Underwriting roles offer growth opportunities and serve as a foundation for a career in insurance, while being supported by our experienced team members.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within the PRS Risk Consulting team, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations.
Chubb Risk Consultants are expected to conduct a specified number of inspections each month.
This role requires balancing productivity with adherence to time service and product quality measurements while under close supervision of the direct reporting manager.
The role serves as a technical resource for our underwriting team on a variety of personal security, loss prevention and collections management issues.
Expanding expertise is conveyed to our policyholders and agents on-site and through successful execution of our consultative risk engineering and personalized reporting after each visit.
Responsibilities:
The core responsibilities of the Risk Consultant role are to provide accurate replacement costs, analyze risk acceptability, make clear and feasible recommendations, and market the Chubb differences to our PRS clients.
In this role, you remain under close supervision while you help acquire and retain quality accounts that contribute to the division's profitability.
Primary focus of the role is on the following:
* Conduct in home inspections to determine accura...
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Type: Permanent Location: Englewood, US-CO
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:56
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JOB DESCRIPTION
Our summer internship program offers the chance to have practical, real-world experience at one of the world's leading Property & Casualty insurance companies.
As a Risk Engineering Intern supporting our Headquarters Operations, you will leverage your analytical skills to support the assessment of a variety of casualty insurance risks - from manufacturers of complex products, to dams and impoundments at energy facilities, to new and emerging technologies.
You will collaborate with a team of risk engineering professionals throughout North America and gain insights into the value of engineering in the commercial insurance industry.
You will work on business specific projects that will supplement and strengthen your academic skills.
For those who excel in the program, we welcome the opportunity to discuss full-time employment opportunities at Chubb after graduation.
As part of our internship program, you will receive:
* Targeted business training designed to help you refine your professional skills and acumen critical to the success of Chubb professionals.
* Technical training to deepen your skill level within your chosen discipline, and an understanding of our broader industry.
Access to additional training opportunities to complement your professional development.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:55
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JOB DESCRIPTION
The core job function for this Paralegal position is to support assigned attorney(s) responsible for defending Chubb's insureds in a variety of litigation including insurance defense, casualty defense, premises, auto, commercial litigation, products liability, and general negligence litigation in State and Federal Courts.
The Paralegal must be able to work well independently, but with supervision and direction from the responsible attorney(s).
The Paralegal will perform certain case-handling tasks such as preparing discovery demands and responses, drafting basic and complex/substantive motions and pleadings, keeping files organized and up-to-date, handling and organizing case-related documents, assisting in the preparation for trials / hearings / mediations / depositions.
MAJOR DUTIES/RESPONSIBILITIES OF THE JOB:
• Must have 5+ years of insurance defense/civil litigation
• Drive discovery process (draft and serve discovery demands & responses with oversight by attorneys).
• Follow up with clients and adversaries on investigation, discovery demands, responses and court orders to make sure deadlines are met.
• Obtain relevant file materials from client/claims necessary in defense of claim.
• Draft discovery motions as appropriate with oversight by attorney.
• Draft Meet & Confer Letters as appropriate with oversight by attorney.
• Create request lists or subpoenas for medical records service providers, monitor the vendor's responses and updating medical chronologies accordingly.
• Draft reports to claims/clients summarizing discovery responses and subpoenaed medical/billing records for attorney review.
• Demonstrate advanced proficiency in identifying and highlighting relevant facts or medical conditions (pre-existing conditions) for further discovery.
• Demonstrate proficiency in legal research (Lexis) and legal writing sufficient to draft discovery and substantive motions.
• Keep current with court rules and procedures as to discovery, pretrial deadlines and e-filing / e-service.
Also, maintain knowledge of Court's practices and preferences regarding submission of hearing materials/trial procedure/draft orders.
• Advanced familiarity with ProLaw such that all e-mails, filings, discovery and correspondence are contained in ProLaw file and properly categorized.
• Demonstrate familiarity with Adobe Pro/Kiteworks/DocuSign systems for document management, control and production.
• Review ProLaw dashboard daily to ensure deadlines of paralegal and/or attorney are met, reminders are completed and marked done.
Obtain extensions when necessary.
• Draft substantive motions and coordinate trial preparation with direction from attorney.
• Assist with hearing/deposition/trial preparation.
Assist in preparation of hearing/deposition binders and submissions to court/draft orders.
• Demonstrate advanced proficiency in time management, prioritization, organizational, and communication skills.
• Foster tea...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:55
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:54
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JOB DESCRIPTION
We are seeking a highly motivated and results-oriented Financial Institutions Senior Underwriter to join our team.
This role involves managing a renewal book and generating new business, with a focus on underwriting Financial Institutions business for Package, Worker's Compensation, Auto, General Liability, Umbrella, and International programs.
The position will be based in our Walnut Creek branch.
The position will be responsible for developing and implementing a business plan to grow the Financial Institutions book through prospect identification and pipeline development, new business production and account management with defined set of agents within Northern California and the Pacific Northwest.
The Financial Institutions Senior Underwriter will have accountability for the financial performance of the book of business, achieving growth for the branch, region and territory.
They will identify opportunities for growth within new and existing production sources, identify cross sell opportunities, conduct agency planning/goal setting including monitoring of progress and make regular broker and insured visits.
Position Responsibilities:
* Oversee the financial performance of a portfolio, focusing on profit, rate, retention, and growth.
Target new business production of $1.3m to $1.7m and manage a renewal portfolio effectively.
* Develop and negotiate pricing, coverage, terms, and conditions for all new business and renewals.
Implement effective and profitable pricing strategies while adhering to underwriting guidelines.
* Establish and maintain superior relationships with key trading partners, agents, brokers, and clients.
Conduct regular broker and insured visits to drive submission activity and market penetration.
* Develop and implement a business plan to grow the Financial Institutions book through prospect identification, pipeline development, and strategic market penetration.
Identify cross-sell opportunities and conduct agency planning and goal setting.
* Work effectively with Underwriting Associates, Risk Consulting, and Claims service teams to retain key renewals and enhance service delivery.
* Collect and share industry intelligence, including trends and developments, to inform strategic decisions and maintain a competitive advantage.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations...
....Read more...
Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:54
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Chase Card Services is seeking an experienced leader to drive customer and firm value within the Card Authorizations' product.
You will work closely with Business, Product, and Technology leadership to articulate, valuate, sequence, and execute discreet efforts to improve our authorizations engine, deliver customer features, & support scrum teams as needed.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
As a Product Analyst Senior Associate within Chase Card Services, you will have the opportunity to promote customer and firm value within the Card Authorizations' product.
You will collaborate with Business, Product, and Technology leadership to improve our authorizations engine, deliver customer features, and support scrum teams.
This role provides a unique opportunity to contribute to a leading financial institution and shape the future of our card services.
Job responsibilities:
* Collaborate with partner across the firm to breakdown large initiatives into epics and user stories, using relevant techniques (e.g.
story mapping, event storming) to help facilitate the right discussion and drive toward the technology requirements
* Actively key stakeholders to manage their expectation through strong communications and effective partnerships
* Develop and refine epics and user stories defining user acceptance criteria in Gherkin format whilst adhering to the I.N.V.E.S.T principals
* Identified and create dependencies for support teams.
Collaborate with stakeholders, development teams and other supporting teams to identify dependencies that exist between different task, feature or project.
Analyst the requirements, dependencies and interdependencies to understand the relationship and potential impact on the over product development
* Partner with the product owner and prioritize a delivery teams efforts based on the product and firm priorities, including the resolution and management of defects
* Adhere to firmwide controls practices as it pertains to agile deliverables
* Expertise in Agile Tools (JIRA, Confluence) and concepts to be able to drive planning and execution through the product architecture
Required qualifications, capabilities, and skills:
* Ability to seamlessly navigate large product organizations
* Strong written and verbal communication skills with the ability to articulate concepts to a senior management and customers across business and technology organizations
* Experience in managing agile, cross-functional teams, often through influence (i.e., not direct oversig...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:53
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Join our high-performing team as a Treasury Capital Controller - Associate, becoming a subject matter expert providing valuable insights to senior management in a fast-paced environment.
The Commercial & Investment Bank (CIB) Treasury is a critical function within CIB Finance and Business Management, responsible for managing liquidity, balance sheet, and capital positions.
As a Treasury Capital Controller - Associate, you will serve as a trusted advisor to CIB management and corporate partners, providing clarity on analytics to evaluate metrics and promote results.
This role offers opportunities to collaborate closely with business heads and internal stakeholders to achieve financial and strategic goals.
As a Treasury Capital Controller - Associate within the CIB, you will be part of a high-performing team, serving as a trusted advisor to CIB management and corporate partners.
You will provide clarity on the best usage of analytics to gain insights, evaluate metrics, and promote results.
This role offers the opportunity to work in a fast-paced, results-oriented environment, collaborating closely with business heads and internal stakeholders to achieve financial and strategic goals.
Job Responsibilities:
* Manage the end-to-end reporting of CIB FR Y-15 (GSIB) and Leverage (SLR) results based on a monthly and quarterly cycle.
* Review results with critical mindset and create in-depth analysis for senior management reviews.
* Serve as subject-matter expert and advise senior management, business leads, and Corporate partners on a wide range of topics including new business initiatives, policy changes, and rules implementation.
* Execute ad-hoc analysis and presentations in support of financial and strategic goals.
* Partner with Capital Policy, Corporate Accounting Policy, and Legal teams on implementation of new capital rules and regulatory requirements.
* Leverage a deep understanding of the CIB operations and financial principles and a working knowledge of key business drivers to coordinate, assess, and execute the long-term goals and priorities of the team.
* Coordinating results consolidation and dissemination, collection and preparation of adjustments and management saves.
* Partnering with Corporate and CIB Sub-LoB controller teams to review accuracy and completeness of reporting, as well as identify major drivers and themes.
* Getting involved in projects to improve operational processes.
enhance efficiency and controls, as well as further our technology journey.
Required Qualifications, Capabilities, and Skills:
* Minimum 3 years business and financial management experience.
* BA/BS in Finance, Economics, Accounting.
* Advanced Microsoft Office skillset (Excel, PowerPoint).
* Solid understanding of financial products and markets, as well as ability to link results to activities.
* Aptitude to work collaboratively and develop strong relationships across the organizati...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:53
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Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Community Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* Create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* Ability to read, write and speak Spanish fluently.
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval required for internal Home Lending Advisors who have been in their positi...
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Type: Permanent Location: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:52
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If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you.
Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists.
Throughout the program, you'll learn about our business and our clients while building your own expertise.
As an Solutions Analyst Trainee in Global Private Bank, you will work with investment professionals who are dedicated to structuring creative and opportunistic investment ideas to meet clients' portfolio objectives across all asset classes.
We have specialists responsible for developing our market strategy, alternative investments, fixed income, equities, FX and commodities.
Solutions Analysts will get involved with conducting research and analysis, using our proprietary models, assist with product development and portfolio construction.
You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move.
After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.
The program begins with a five-week immersive global training program.
For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives.
During our Advisor Training Program, you'll gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning.
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices.
This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job responsibilities
* Join incoming analysts from around the world to learn more about the firm and how we do business
* Build technical and professional skills
* Hear from senior executives and build global networks
Required qualifications, capabilities, and skills
* Pursuing a Bachelor's or Master's degree (No MBA)
* Attend college/university in the U.S.
* Expected graduation date of December 2025 through June 2026
* Highly driven person who enjoys working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational skills and ability to multitask
* Genuine interest in financial markets and macro-level economic trends
* Ability to thrive in a fast-paced, collaborative environment
* Highly inquisit...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:51
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If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you.
Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists.
Throughout the program, you'll learn about our business and our clients while building your own expertise.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning.
No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move.
After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.
The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks.
For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives.
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices.
This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job responsibilities
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required qualifications, capabilities, and skills
* Pursuing a Bachelor's or Master's degree
* Graduation date of December 2025 through June 2026
* Highly driven person who enjoys working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational skills and ability to multitask
* Genuine interest in financial markets and macro-level economic trends
* Desire to ultimately work with external clients in a relationship building and sales capacity
* Ability to thrive in a fast-paced, collaborative environment
* Highly inquisitive, focused and pro-active
* Good judgment and discretion when working with confidential inform...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:51
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Cybersecurity Operational Lead within the Compliance, Conduct, and Operational Risk (CCOR) team, you will collaborate with the 1st, 2nd, and 3rd Lines of Defense (LOD) to assess and evaluate global cybersecurity risks to the JP Morgan Chase technology estate.
You will utilize your hands-on experience in operating or implementing security controls and tools, along with your expertise in managing security risks at strategic, operational, and tactical levels.
Your responsibilities include leading risk assessments, conducting significant event reviews, and monitoring controls across the Security Configuration and Security Operation domains.
Success in this role requires a strong understanding of technical controls, excellent communication skills, and the ability to work effectively with senior leaders and stakeholders to assess large environments.
Job Responsibilities
* Engage with technology and cybersecurity technologists to evaluate processes and risks
* Assess risk impacts at the line of business and enterprise level
* Work with technology areas to identify risk concentrations globally and understand how security controls mitigate them or identify residual risks
* Write and present assessments highlighting control efforts or risks to Executive Directors, Managing Directors, and members of the Risk Operating Council
* Exhibit strong organizational management skills necessary to collaborate with peers and deliver results
* Maintain a high level of professionalism and expertise to be recognized as an expert in an assigned security control domain
* Keep abreast of current cyber trends, vulnerabilities and emerging technologies
* Perform independent assessments of operational risks though operational risk monitoring programs (e.g., significant event reviews, deep dive reviews, risk metrics, operational risk appetite, independent risk management assessments)
Required qualifications, capabilities, and skills
* 5+ years of experience as a technologist with experience in cybersecurity / technology development, engineering, or technical architecture within financial services organizations
* Strong understanding of risk management at the enterprise level
* Knowledge and experience in cybersecurity organization practices in some of the following: vulnerability management, penetration testing, incident response, endpoint protection, data loss prevention, email security, SIEM, DDoS, public cloud...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:50
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities and skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* MBA, JD, CFA, or CFP preferred
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:49
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.
Job responsibilities
* Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills.
Through a focus on relationship management, you should be able to grow the practice
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Foster a client-centric planning process and ensure implementation of financial planning strategies
* Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients
* Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software [SN1]
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
* Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams
Required qualifications, capabilities, and skills
* A minimum of 4 years of financial services experience
* Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* Demonstrated understanding of investment products...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:48
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
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Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:48
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Firestone, US-CO
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:47
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Granite Bay, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:47
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Summary
Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Community Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* Create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.)
* Knowledge of real estat...
....Read more...
Type: Permanent Location: Louisville, US-KY
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:46
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Rockledge, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-01 07:31:46
